MSDAX Mutual Fund

MSDAX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
+0.34%
3 Months
+0.11%
6 Months
+0.36%
YTD
+0.94%
1 Year
+1.47%
3 Years (annualized)
+4.06%
5 Years (annualized)
+1.28%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+1.93%
vs Peers
-0.99%

MSDAX Mutual Fund Performance

MSDAX performance across multiple time periods: 1-month 0.34%, YTD 0.94%, 1-year 1.47%, 3-year 4.06%, 5-year 1.28%, 10-year 1.18%.

MSDAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

MSDAX vs another fund shows side-by-side returns. MSDAX alternatives are available in the Mutual Fund Screener.